John Trampleasure Fundraising

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John TrampleasureFundraising Communications
DirectorConsultants Group Meeting 20 February
2008
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Agenda

• Principles
• How we operate now
• Today
• Where we are using agencies and consultants
• ? Indicates where we might need help
• Tomorrow
• The next year or two
• Consultancy we might need ?

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Principles

• Consultancy/agency support into each income
  stream
• Coaching staff
• The programme is as good as any other the
  consultant works on
• Bringing ideas/opportunities to the table
• Our conscience emperor's new clothes?
• Support to the Head of Department in driving the
  programme along/ensuring staff perform/exceed
  expectations
• Helping staff to be heroes presenting your
  ideas/work as their own
• Looking for long term relationships
• Wary of research-based projects

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How we operate now Departments Expenditure
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Director

• Senior Management Team Development
• Facilitation of meetings
• In depth psychometrics
• 1-2-1 coaching (in house and external) ?
• Departmental development (away days)
• Facilitation of meetings
• Basic psychometrics
• Planning (BSC)
• Sold at IoF
• Bought one consultancy day and planning to buy
  another
• Explored international fundraising (India) ?
• Internal appetite/readiness
• It looked like a potential monster
• Considered support on re-structure
• Protecting/securing our position in the market
  (later)

6
Legacies

• Media buying/advertising
• DM/Legacy pledger recruitment
• Dabbled with tribute funds
• Legal advice on legacies
• Consultancy input ?

7
Personal Fundraising

• Community
• Strategic Review
• Of all income streams which set direction for
  future development and check on how good we are
• National Fundraising programme ?
• Branding and materials
• USA
• Contractor in the US
• Developing the strategy
• Major donor fundraising planning
• Secured US Contractor to chase from
  Foundations
• Major donor fundraiser in the US ?
• Targeted awareness building/PR ?
• Foundations research (from UK and US)
• Set up
• 501c3 now and a small office in the near future
• Major Gift
• Advice on getting the most out of HRH/President
• Getting the X step process in and working ?
• Helping us to avoid slipping into a pedestrian
  desk-bound approach ?

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DM

• DM agency
• Recruitment
• Donor development
• Donor profiling
• Satisfaction measurement
• Online
• Social networking ?
• Virtual giving Brooke Shop
• We are not struggling so no search for a secret
  recipe

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PR

• 3 day a month consultant
• Generating PR
• Input on innovation, quality and strategy
• Project management (75th Anniversary)
• Quantitative qualitative performance evaluation
• Strategic review to check gaps

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Tomorrow the next year or two

• More of the same (we are riding a wave so why
  not?)
• Securing our place in the market
• A targeted public awareness/fundraising programme
  to acquire donors and hand raisers
• Research
• Confirm our target markets (desk research)
• Develop propositions (facilitated meetings)
• Test propositions (external research)
• Test 08/9
• DM-led programme
• Roll out 2010/11- 2012/13

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Consultancy we might need

• Coaching
• Me/my management team
• Help us cope with vacancies
• Interim nitty gritty input for our MG team
• Head of PR maternity leave
• USA
• Major donor fundraiser in the US
• Targeted awareness building/PR
• National Fundraising programme
• Support into programmes
• Major Donors
• Trusts
• Legacies
• International Fundraising
• Help putting our toe in the right water in the
  right way